New Perspectives, Inc

Q4 2024 13F Holdings

  • Location
    tougaloo, MS
  • Num holdings

    35

  • Value ($000)

    $186,578

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001909565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$59.77M
32 %

866,924

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$30.46M
16 %

59,574

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$22.65M
12 %

322,326

SPMD
SPMD

SPDR SER TR

PORTFOLIO S&P400
78464A847
$14.26M
8 %

260,702

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$14.12M
8 %

63,913

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$13.23M
7 %

262,850

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.21M
4 %

41,907

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$3.63M
2 %

17,227

AAPL
AAPL

APPLE INC

COM
037833100
$3.18M
2 %

12,705

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$2.63M
1 %

59,624

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